Chrysantha Clark is a CFP-designated registered investment advisor at Chrys Financial Planning, LLC, based in Wyoming, OH, with 15 years of industry experience. Chrysantha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 14 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CFP, LLC offers wealth management services with two fee options:
- Flat annual fee: This ranges from $1,000 to $7,000 for assets up to $1,000,000, $7,000 to $12,000 for assets between $1,000,000 and $2,000,000, $12,000 to $35,000 for assets between $2,000,000 and $5,000,000, and $35,000 or more for assets of $5,000,000 or more. This fee is paid quarterly.
- Percentage of assets: 0.75% annually for assets up to $1,500,000 and 0.50% annually for assets above $1,500,000. This fee is deducted from the client's account quarterly.
Location
Wyoming, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Chrys Financial Planning, LLC
Previous Registrations
Pillar Financial Advisors, LLC
Meridian Wealth Management, LLC
Tiaa-Cref Advice and Planning Services
Stone Fence Wealth Management Group, LLC
Keystone Financial Group, LLC
LPL Financial LLC
Wescott Financial Advisory Group LLC
State Registrations1 state
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